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Latest MACROVIEW INVESTMENT MANAGEMENT LLC Stock Portfolio

$144Million– No. of Holdings #98

MACROVIEW INVESTMENT MANAGEMENT LLC Performance:
2026 Q1: -1.68%YTD: -1.68%2025: 16.93%
Performance for 2026 Q1 is -1.68%, and YTD is -1.68%, and 2025 is 16.93%.

About MACROVIEW INVESTMENT MANAGEMENT LLC and 13F Hedge Fund Stock Holdings

On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, MACROVIEW INVESTMENT MANAGEMENT LLC reported an equity portfolio of $144 Millions as of 31 Mar, 2026.

The top stock holdings of MACROVIEW INVESTMENT MANAGEMENT LLC are SPY, BAPR, PHYS. The fund has invested 6% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 5% of portfolio in INNOVATOR ETFS TRUST.

The fund managers got completely rid off INNOVATOR ETFS TRUST, VANGUARD WHITEHALL FDS (VIGI) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in MICRON TECHNOLOGY INC (MU), VANGUARD INTL EQUITY INDEX F (VEU) and VANGUARD ADMIRAL FDS INC (IVOG). MACROVIEW INVESTMENT MANAGEMENT LLC opened new stock positions in INNOVATOR ETFS TRUST, FIRST TR EXCHANGE-TRADED FD (CARZ) and INVESCO EXCH TRD SLF IDX FD (BSAE). The fund showed a lot of confidence in some stocks as they added substantially to KLX ENERGY SERVICES HOLDINGS (KLXE), SCHWAB STRATEGIC TR (FNDA) and VANGUARD INTL EQUITY INDEX F (VEU).
MACROVIEW INVESTMENT MANAGEMENT LLC Equity Portfolio Value
Last Reported on: 08 May, 2026

MACROVIEW INVESTMENT MANAGEMENT LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MACROVIEW INVESTMENT MANAGEMENT LLC made a return of -1.68% in the last quarter. In trailing 12 months, it's portfolio return was 15.84%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
innovator etfs trust1,410,750
first tr exchange-traded fd398,327
invesco exch trd slf idx fd334,081
first tr exchange-traded fd241,890
under armour inc224,088
chevron corporation212,367
blackrock etf trust205,198
sharplink inc80,625
New stocks bought by MACROVIEW INVESTMENT MANAGEMENT LLC

Additions

Ticker% Inc.
klx energy services holdings295
schwab strategic tr26.49
vanguard intl equity index f14.94
ssga active etf tr14.4
first tr exchange-traded fd13.01
vanguard tax-managed fds12.37
pimco etf tr11.91
meta platforms inc11.00
Additions to existing portfolio by MACROVIEW INVESTMENT MANAGEMENT LLC

Reductions

Ticker% Reduced
micron technology inc-29.79
vanguard intl equity index f-8.88
vanguard admiral fds inc-6.85
ishares tr-5.62
invesco qqq tr-4.97
first tr exchng traded fd vi-4.95
janus detroit str tr-4.67
ishares tr-4.11
MACROVIEW INVESTMENT MANAGEMENT LLC reduced stake in above stock

Sold off

Ticker$ Sold
innovator etfs trust-1,336,180
vanguard whitehall fds-1,317,530
global x fds-244,002
ishares tr-798,675
ishares tr-203,870
ameriprise finl inc-205,943
MACROVIEW INVESTMENT MANAGEMENT LLC got rid off the above stocks

Sector Distribution

MACROVIEW INVESTMENT MANAGEMENT LLC has about 83.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Industrials
  • Energy
Sector%
Others83.6
Technology6.1
Consumer Cyclical3.4
Communication Services1.8
Financial Services1.6
Industrials1.1
Energy1.1

Market Cap. Distribution

MACROVIEW INVESTMENT MANAGEMENT LLC has about 15.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED83.6
MEGA-CAP13.1
LARGE-CAP2.5

Stocks belong to which Index?

About 16.1% of the stocks held by MACROVIEW INVESTMENT MANAGEMENT LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others83.9
S&P 50015
RUSSELL 20001.1
Top 5 Winners (%)%
XOM
exxon mobil corp
38.7 %
COKE
coca cola cons inc
25.1 %
LMT
lockheed martin corp
24.6 %
KLXE
klx energy services holdings
20.6 %
AFK
vaneck etf trust
20.5 %
Top 5 Winners ($)$
PHYS
sprott asset management lp
0.5 M
GLD
spdr gold tr
0.4 M
FNDA
schwab strategic tr
0.3 M
XOM
exxon mobil corp
0.2 M
LMT
lockheed martin corp
0.2 M
Top 5 Losers (%)%
EOSE
eos energy enterprises inc
-56.7 %
ORCL
oracle corp
-24.4 %
MSFT
microsoft corp
-23.1 %
profesionally managed portfo
-19.3 %
AXP
american express co
-18.0 %
Top 5 Losers ($)$
MSFT
microsoft corp
-0.7 M
FNDA
schwab strategic tr
-0.7 M
SPY
state str spdr s&p 500 etf t
-0.4 M
profesionally managed portfo
-0.3 M
QQQ
invesco qqq tr
-0.3 M

MACROVIEW INVESTMENT MANAGEMENT LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MACROVIEW INVESTMENT MANAGEMENT LLC

MACROVIEW INVESTMENT MANAGEMENT LLC has 98 stocks in it's portfolio. About 41.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. PHYS was the most profitable stock for MACROVIEW INVESTMENT MANAGEMENT LLC last quarter.

Last Reported on: 08 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions